Our Qualifications
The Retirement CoachSM, aka mel r. hertz, MBA®,CFP® received his MBA® in Finance from Wayne State University’s School of Business in Detroit in 1968. In 1985, after being in the investment business for six years, he received the professional designation of Certified Financial Planner from the College for Financial Planning in Denver, Colorado.
mel is a member and financial advisor for many local Honolulu civic groups, including the Honolulu Sunrise Rotary Club, the local chapter of the ACLU, and Jewish Community Services. mel has held officer positions in the local chapters of several national professional organizations, including Financial Planning Association (FPA). mel was one of the first Presidents of the Hawaii Chapter of the Financial Planning Association. He is a well known and respected speaker on a wide range of financial topics, including:
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Retirement Planning in Kailua
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Tax Management in Kailua
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Investment Planning in Kailua
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College Funding in Kailua
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Estate Conservation in Kailua
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Charitable Giving in Kailua
